KENSICO CAPITAL MANAGEMENT CORP Q4 2016 Filing
Filed February 14, 2017
Portfolio Value
$5.8B
Holdings
29
Report Date
Q4 2016
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | STZCONSTELLATION BRANDS INC | 5,842,200 | $895.7B | 15509.20% | |
| 2 | AIGAMERICAN INTL GROUP INC | 8,973,789 | $586.1B | 10148.40% | |
| 3 | MSFTMICROSOFT CORP | 7,462,400 | $463.7B | 8029.57% | |
| 4 | LNGCHENIERE ENERGY INC | 10,820,600 | $448.3B | 7762.62% | |
| 5 | MPCMARATHON PETE CORP | 8,600,000 | $433.0B | 7497.91% | |
| 6 | VVISA INC | 4,228,500 | $329.9B | 5712.62% | |
| 7 | ARMKARAMARK | 8,832,700 | $315.5B | 5463.20% | |
| 8 | WBAWALGREENS BOOTS ALLIANCE INC | 3,628,273 | $300.3B | 5199.52% | |
| 9 | —EXPRESS SCRIPTS HLDG CO | 4,041,200 | $278.0B | 4813.69% | |
| 10 | LSXMKUSDLIBERTY MEDIA CORP DELAWARE | 8,175,000 | $277.3B | 4801.60% | |
| 11 | —MANITOWOC FOODSERVICE INC | 13,693,200 | $264.7B | 4583.32% | |
| 12 | —WEBMD HEALTH CORP | 3,850,000 | $190.8B | 3304.63% | |
| 13 | —TWENTY FIRST CENTY FOX INC | 6,012,900 | $168.6B | 2919.48% | |
| 14 | OLNOLIN CORP | 5,395,000 | $138.2B | 2392.45% | |
| 15 | LM03LIBERTY MEDIA CORP DELAWARE | 2,328,700 | $80.4B | 1391.96% | |
| 16 | BKNGPRICELINE GRP INC | 54,700 | $80.2B | 1388.61% | |
| 17 | SATSECHOSTAR CORP | 1,386,350 | $71.2B | 1233.66% | |
| 18 | AWNADVANCE AUTO PARTS INC | 400,300 | $67.7B | 1172.26% | |
| 19 | LPGDORIAN LPG LTD | 8,014,837 | $65.8B | 1139.41% | |
| 20 | EBAEBAY INC | 2,105,800 | $62.5B | 1082.60% | |
| 21 | FWONALIBERTY MEDIA CORP DELAWARE | 1,715,999 | $53.8B | 930.93% | |
| 22 | CDEVEURCENTENNIAL RESOURCE DEV INC | 2,687,758 | $53.0B | 917.79% | |
| 23 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 956,350 | $47.1B | 816.23% | |
| 24 | WDCWESTERN DIGITAL CORP | 594,237 | $40.4B | 699.18% | |
| 25 | LM05LIBERTY MEDIA CORP DELAWARE | 582,148 | $18.3B | 316.01% | |
| 26 | —ADVISORY BRD CO | 525,000 | $17.5B | 302.26% | |
| 27 | COTYCOTY INC | 880,000 | $16.1B | 279.01% | |
| 28 | —CENTENNIAL RESOURCE DEV INC | 666,666 | $5.6B | 96.40% | |
| 29 | ADSKAUTODESK INC | 74,500 | $5.5B | 95.48% |